SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$25M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$8.11M

Top Sells

1
+$20.1M
2
+$9.81M
3
+$8.49M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.44M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$8.07M

Sector Composition

1 Technology 21.18%
2 Financials 8.85%
3 Healthcare 7.82%
4 Consumer Discretionary 7.35%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$357K 0.01%
9,094
-410
902
$357K 0.01%
8,745
+50
903
$356K 0.01%
16,987
+1,324
904
$355K 0.01%
5,387
+884
905
$354K 0.01%
4,054
-276
906
$354K 0.01%
6,514
-138
907
$353K 0.01%
9,844
+1,400
908
$352K 0.01%
+2,148
909
$350K 0.01%
18,607
+3,663
910
$349K 0.01%
+43,200
911
$347K 0.01%
3,213
-86
912
$345K 0.01%
3,607
-249
913
$344K 0.01%
4,234
-1,937
914
$343K 0.01%
2,058
-58
915
$343K 0.01%
2,869
+83
916
$339K 0.01%
1,913
-21
917
$338K 0.01%
+20,321
918
$338K 0.01%
3,918
+936
919
$337K 0.01%
+5,906
920
$336K 0.01%
+8,607
921
$335K 0.01%
+4,950
922
$334K 0.01%
4,563
-158
923
$334K 0.01%
16,874
924
$332K 0.01%
+13,805
925
$332K 0.01%
521
+46
35 36
37
38 39